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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,968 | $148,629+14.4% | $135,982+25.0% | $139,487+21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.24% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $4,177 | $5,247-20.4% | $4,859-14.0% | $4,755-12.1% |
| Participant deferral / active EE | $9,138 | $8,102+12.8% | $7,760+17.8% | $6,713+36.1% |
| Admin fee / account holder | $27,870 | $12,406+124.6% | $10,767+158.8% | $11,407+144.3% |